Cindie Jones and Brian Gerrans both started their careers with Waddell & Reed, Inc in Muskegon, MI in 1999. Cindie obtained her CERTIFIED FINANICIAL PLANNER™ mark in 2004 and Brian obtained his CFP® mark in 2009. While working independently for much of their careers, Brian and Cindie partnered in May 2018 in an effort to offer their respective clients the best experience possible, leveraging each of their strengths.

In early 2021, Brian and Cindie created ARGO Wealth Partners. With their mutual life long proximity to water, whether Lake Michigan or the Pacific Ocean, the ARGO name refers to a Greek constellation used to navigate ships across the oceans.

ARGO Pillars

Adaptive - We know things change. We will be there to pivot with you.

Relevant - We will be lifetime learners. We will bring you information and ideas that are current and appropriate for you.

Gracious - We will listen with attentiveness and empathy. When challenges arise, we will be there for you.

Optimistic - We have faith in the future. We understand that there is a lot of noise in the world today. We will help you  keep a long-term focus and not let today's crisis du jour derail your long-term success.

With offices located in Kauai and Muskegon, Brian, Cindie and the rest of the team at ARGO Wealth Partners stand ready to guide you to your destination!